Automate ActiveCampaign with Granatum Financeiro
Unlock the superpowers of ActiveCampaign + Granatum Financeiro and automate your tasks without having to write a single line of code.
ActiveCampaign and Granatum Financeiro
your way
Check out the available triggers and actions in the automation of apps ActiveCampaign + Granatum Financeiro
Created deal
For each new created deal on ActiveCampaignHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created deal
For each new created deal on ActiveCampaignTrigger
Deal title
Deal: Contact email
Deal: Contact's first name
Deal: Contact last name
Contact email
Deal Amount
Deal organization name
deal id
Deal creation date
Data de criação do negócio (formatado em dd/mm/aaaa)
Deal owner
Deal pipeline
Deal stage
Deal status
Deal currency
Deal description
Contact phone
Contact's first name
Contact last name
Contact Tags
Deal reaches a stage in the pipeline
When a business is moved to a certain stage in the pipeline on ActiveCampaignHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Deal reaches a stage in the pipeline
When a business is moved to a certain stage in the pipeline on ActiveCampaignTrigger
Deal title
Deal: Contact email
Deal: Contact's first name
Deal: Contact last name
Contact email
Deal Amount
Deal organization name
deal id
Deal creation date
Deal update date
Deal owner
Deal pipeline
Deal stage
Deal status
Deal currency
Deal description
Contact phone
Contact's first name
Contact last name
Contact Tags
Contact reaches a stage in an automation
When a contact reaches a certain stage on an ActiveCampaign automationHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Contact reaches a stage in an automation
When a contact reaches a certain stage on an ActiveCampaign automationTrigger
Contact ID
First name
Last name
Telephone
Tags associated with this contact
Cargo
Creation date
Update date
Closed deal
For each new closed business on ActiveCampaignHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Closed deal
For each new closed business on ActiveCampaignTrigger
Deal title
Deal: Contact email
Deal: Contact's first name
Deal: Contact last name
Contact email
Deal Amount
Deal organization name
deal id
Deal creation date
Deal update date
Deal owner
Deal pipeline
Deal stage
Deal status
Deal currency
Deal description
Contact phone
Contact's first name
Contact last name
Contact Tags
Lost deal
For each new lost business on ActiveCampaignHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Lost deal
For each new lost business on ActiveCampaignTrigger
Deal title
Deal: Contact email
Deal: Contact's first name
Deal: Contact last name
Contact email
Deal Amount
Deal organization name
deal id
Deal creation date
Deal update date
Deal owner
Deal pipeline
Deal stage
Deal status
Deal currency
Deal description
Contact phone
Contact's first name
Contact last name
Contact Tags
Create or update contact
create/update a contact on ActiveCampaignHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Create or update contact
create/update a contact on ActiveCampaignAction
Email Required
Name
Surname
Telephone
Tags
List
Company Name
Company website
Office
Include receipt
include a receipt on Granatum FinanceiroHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Include receipt
include a receipt on Granatum FinanceiroAction
description Required
Amount Required
due date Required
Select account Required
Select the category Required
Select the type of document
document number
payday
date of competence
Pay Automatically
Select the cost/profit center
Select payment method
Reps
observation
customer email
customer name
customer phone
Customer's trade name
Customer document
Create or update deal
create/update a deal on ActiveCampaignHow it works:
Whenever something happens on the source app
1. A deal will be created or updated on ActiveCampaign
2. A contact associated with this deal will be created or updated on ActiveCampaign
All happening in a single automation! ✨
Create or update deal
create/update a deal on ActiveCampaignAction
Title Required
Distribute new business
Deal owners
Email of the deal owner
contact email Required
Description
Coin
Amount
Contact name
Contact last name
Contact phone
Account's name
Account's website
Job title
Tags
Add or update customer
add/update a customer on Granatum FinanceiroHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Add or update customer
add/update a customer on Granatum FinanceiroAction
Name Required
Fantasy name
Document
State registration
Municipal registration
Telephone
Street address
Address no.
Full address
Neighborhood
Zip Code
Estado
Cidade
Observation
Supplier
Include payment related to fee
include a payment on Granatum Financeiro for refund feeHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Include payment related to fee
include a payment on Granatum Financeiro for refund feeAction
description Required
Amount Required
due date Required
Select account Required
Select the category Required
payday
date of competence
Pay Automatically
Select the cost/profit center
Select payment method
Select the supplier
Reps
observation
supplier email
provider's name
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Automate ActiveCampaign and Granatum Financeiro with Pluga integrations
Explore automation templates
For each new closed business on ActiveCampaign, include a receipt on Granatum Financeiro
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How to integrate apps with Pluga?
Pluga allows you to integrate two or more apps in a simple, practical way without needing to type a single line of code. Here are the steps to automate your tasks and start focusing on what really matters.
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What is the automation trigger?
The trigger is the step that initiates automation. In the integration process, it is selected after choosing the source app. For example, if you choose Facebook Lead Ads as the source app, the trigger could be: For each response on an advertisement.
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What is an action within an automation?
The action serves as a response to the previously selected trigger. That is, it occurs once the trigger is activated. For example, in an automation between Facebook Lead Ads (source) and Google Sheets (destination), as soon as the trigger “For each response on an advertisement” is activated in the source app, the action “Add data to a new row on a spreadsheet” will be carried out in the destination app.
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How does information mapping work?
Information mapping is where you configure which captured information from the source app will be sent to each field in the destination app(s).
For example, in an automation between Facebook Lead Ads and Google Sheets, this step is where you will determine which contact information should fill in the spreadsheet fields.
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Is it possible to have more than one action?
With Pluga, you can create automations by integrating several apps at once. For example, you can integrate Facebook Lead Ads + Google Sheets + Slack, so when the trigger is activated, the first action is executed and a notification is sent via Slack.
Automate ActiveCampaign + Granatum Financeiro
and say goodbye to manual (and tedious) tasks!
By connecting the apps you use through Pluga, you can automate various processes in your routine and have time for tasks that really matter. 
ActiveCampaign
CRMActiveCampaign is an app that combines features of an email automation platform, marketing, and CRM. Its features are focused on providing a better customer experience, from the beginning to the end of the journey.
Integrations with ActiveCampaign Visit ActiveCampaign Granatum Financeiro
AccountingGranatum is a comprehensive financial management platform for micro and small businesses. It allows tracking of accounts payable and receivable, real-time cash flow monitoring, NFS-e issuance, and automated billing without complications.
Integrations with Granatum Financeiro Visit Granatum Financeiro